{"id":24562,"date":"2025-07-17T12:11:52","date_gmt":"2025-07-17T12:11:52","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=24562"},"modified":"2026-07-07T06:39:07","modified_gmt":"2026-07-07T06:39:07","slug":"choose-add-customer-point-of-sale-pos","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/odoo-retail\/choose-add-customer-point-of-sale-pos\/","title":{"rendered":"Choose \/ Add Customer\u00a0Point Of Sale (POS)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Step 1: Start a PoS Session&nbsp;<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Point of Sale <\/strong>Module\u200b<\/li>\n\n\n\n<li>Click <strong>Point of Sale \u2192 Dashboard<\/strong> to view all configured POS terminals.<\/li>\n\n\n\n<li>Click<strong> New Session<\/strong>\u00a0or\u200b<strong> Open\u00a0Session.\u200b<\/strong><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Access the Customer Selection<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On the PoS screen, click the <strong>Customer<\/strong> icon or button.<\/li>\n\n\n\n<li>A <strong>customer selection window<\/strong> will appear showing existing customers.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Choose an Existing Customer<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the <strong>search bar<\/strong> in the customer window.<\/li>\n\n\n\n<li>Customer Details will Show that.<\/li>\n\n\n\n<li>Click on the customer\u2019s name to <strong>assign them to the order<\/strong>.<\/li>\n\n\n\n<li>Click on the correct product to <strong>add it to the order<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Open the POS Terminal<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/07\/43_image.png\" alt=\"\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><br>Click Customer Icon<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/07\/44_image.png\" alt=\"\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Chose Existing Customer User<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/07\/45_image.png\" alt=\"\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><br>Create a New Customer&nbsp;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/07\/46_image.png\" alt=\"\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>After click Save Direct Customer Will be added<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/07\/47_image.png\" alt=\"\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Add a New Customer<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the customer window, click the <strong>\u201cCreate\u201d<\/strong>\u00a0button.<\/li>\n\n\n\n<li>Fill in the customer details such as:\n<ul class=\"wp-block-list\">\n<li>Name<\/li>\n\n\n\n<li>Phone \/ Email<\/li>\n\n\n\n<li>Address (optional)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Save<\/strong> to add the customer.<\/li>\n\n\n\n<li>The new customer will be <strong>automatically assigned<\/strong> to the current order.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Step 1: Start a PoS Session&nbsp; Step 2: Access the Customer Selection Step 3: Choose an Existing Customer Open the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[367],"tags":[],"class_list":["post-24562","post","type-post","status-publish","format-standard","hentry","category-odoo-retail"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/24562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=24562"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/24562\/revisions"}],"predecessor-version":[{"id":37572,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/24562\/revisions\/37572"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=24562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=24562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=24562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}